This Week in Bitcoin

<p>IPO mania is pulling capital into the biggest promises in the market, just as inflation, energy, and the Fed make every bet harder. This week, why Bitcoin may be the harder long-term bet worth making.</p> <p><strong>Episode Links</strong></p> <ul> <li>⚡ <a href="https://boost.jupiterbroadcasting.com/?show=twib">Boost from the Web</a></li> <li>🇺🇸 <a href="https://partner.river.com/jupiter">Buy Sats on River</a> - The best way to stack in the US</li> <li>🇨🇦 <a href="https://www.bitcoinwell.com/jupiter">The Bitcoin Well</a> - An amazing automatic self-custody Bitcoin platform</li> <li>⚡ <a href="https://app.thebitcoincompany.com/signup?ref=JUPITER">The Bitcoin Company</a> - Spending your Bitcoin Via Lightning</li> <li>🏦 <a href="https://use.foldapp.com/r/XNHPXTFC">Fold Card</a> - Pay bills Stack Sats</li> <li>💵 <a href="https://borrower.saltlending.com/register?referralCode=GkPQdbqWG">SALT Lending</a> - Get access to your BTC Value w/out Selling</li> </ul> <p><strong>Show Notes</strong></p> <ul> <li><a href="https://www.cnbc.com/2026/06/10/cpi-inflation-report-may-2026.html">CPI inflation report May 2026: Prices rose 4.2% annually</a></li> <li><a href="https://www.youtube.com/watch?v=TDIIBXNuCdQ">Consumer prices rose 4.2% annually in May, highest in three years - YouTube</a></li> <li><a href="https://www.carlyle.com/carlyle-compass/you-cant-print-molecules">You can’t print molecules</a></li> <li><a href="https://finance.yahoo.com/markets/crypto/articles/bitcoin-worst-week-since-ftx-102331607.html?guccounter=1">Bitcoin’s Worst Week Since FTX Crash Signals More Pain Ahead</a></li> <li><a href="https://www.marketwatch.com/story/the-spacex-ipo-could-lead-to-8-of-americas-current-account-deficit-being-refinanced-in-single-day-a013a428">The SpaceX IPO could lead to 8% of America’s current-account deficit being refinanced in a single day - MarketWatch</a></li> <li><a href="https://www.cnn.com/2026/06/10/economy/us-cpi-consumer-inflation-may">US inflation tops 4% for first time in three years as oil prices jump | CNN Business</a></li> <li><a href="https://www.youtube.com/watch?v=g2J_qtS69ns">Bitcoin Treasuries Shed $62B in Deepening Crypto Rout - YouTube</a></li> <li><a href="https://www.youtube.com/watch?v=W2QygPyvl2I">Will Bitcoin Keep Crashing?! - YouTube</a></li> <li><a href="https://www.youtube.com/watch?v=en11eCKpHTE">Treasury Market Signals Rates Need to Be Higher - YouTube</a></li> <li><a href="https://x.com/BlockchainAssn/status/2061936057558385001">sending a letter to Senate Majority Leader Thune and Senate Democratic Leader Schumer signed by 160 former national security, intelligence, and law enforcement professionals in support of the Clarity Act. | 1/ Today, we’re sending a letter to Senate Majority Leader Thune and Senate Democratic Leader Schumer signed by 160 former national security, intelligence, and law enforcement professionals in support of the Clarity Act.</a></li> <li><a href="https://www.wsj.com/tech/ai/americas-data-center-build-out-is-falling-way-behind-schedule-e408a9a8?st=MNtUQN&reflink=article_copyURL_share">America’s Data Center Build-Out Is Falling Way Behind Schedule - WSJ</a></li> <li><a href="https://x.com/_investinq/status/2063388678282473713?s=12&t=E9EIlRX-vHxbQ8g23lQU3A">Jeff Currie thinks we are sleepwalking into one of the biggest commodity shocks since Covid and the market is still pricing it like a headline risk instead of a physical crisis</a></li> <li><a href="https://www.youtube.com/watch?v=j_ag1Wuls0A">May jobs report stronger than expected, Fed unlikely to cut interest rates - YouTube</a></li> <li><a href="https://www.nbcnews.com/business/economy/may-jobs-report-inflation-rcna348020">May jobs report comes as inflation squeezes economy - NBC News</a></li> <li><a href="https://x.com/levigmi/status/2062575080274604400?s=12&t=E9EIlRX-vHxbQ8g23lQU3A">Tulip King explains why he is becoming bearish on $ZEC after the devs fixed a "double-spend" bug</a></li> <li><a href="https://www.coindesk.com/markets/2026/06/05/zcash-plummets-30-as-developer-reveals-a-major-bug-that-went-undetected-for-four-years">Zcash plummets 38% as Shielded Labs reveals a major bug that …</a></li> <li><a href="https://x.com/JohnAlanWoods/status/2062217356974112892">There's little tech explanation on this Zcash vulnerability, very serious stuff</a></li> <li><a href="https://x.com/frankdegods/status/2062663346046828832">The prompt that found an exploit in a 10 billion dollar protocol </a></li> </ul> <p><strong>Music</strong></p> <ul> <li><a href="https://fountain.fm/track/okSB5lArimfa7p7qQW4C">Tragedy By Irf Kat </a></li> </ul>

<p>Bitcoin is still standing while AI sucks the oxygen out of the market. I break down the trillion-dollar capex trap, and why this might be the moment Bitcoin starts telling the truth before the market is ready to hear it.</p> <p><strong>Episode Links</strong></p> <ul> <li>🇺🇸 <a href="https://partner.river.com/jupiter">Buy Sats on River</a> - The best way to stack in the US</li> <li>🇨🇦 <a href="https://www.bitcoinwell.com/jupiter">The Bitcoin Well</a> - An amazing automatic self-custody Bitcoin platform</li> <li>⚡ <a href="https://app.thebitcoincompany.com/signup?ref=JUPITER">The Bitcoin Company</a> - Spending your Bitcoin Via Lightning</li> <li>🏦 <a href="https://use.foldapp.com/r/XNHPXTFC">Fold Card</a> - Pay bills Stack Sats</li> <li>💵 <a href="https://borrower.saltlending.com/register?referralCode=GkPQdbqWG">SALT Lending</a> - Get access to your BTC Value w/out Selling</li> </ul> <p><strong>Show Notes</strong></p> <ul> <li><a href="http://bitnod.es/">BIP-110 expected fork time </a><a href="http://bitnod.es">bitnod.es</a></li> <li><a href="https://bitcoinmagazine.com/bitcoin-for-corporations/strategy-sells-bitcoin-thats-good">Strategy Sold 32 Bitcoin… And That's A Good Thing.</a></li> <li><a href="https://www.coindesk.com/markets/2026/06/01/strategy-sold-32-btc-for-usd2-5-million-in-late-may-filing-shows">MSTR News: Michael Saylor's Strategy sold 32 BTC for $2.5 million in late May</a></li> <li><a href="https://www.economist.com/finance-and-economics/2026/06/01/can-the-stockmarket-swallow-anthropic-spacex-and-openai">Can the stockmarket swallow Anthropic, SpaceX and OpenAI?</a></li> <li><a href="https://www.zerohedge.com/crypto/bitcoin-etfs-bleed-28b-record-9-day-outflow-streak">Bitcoin ETFs Bleed $2.8B In Record 9-Day Outflow Streak<!-- --> | ZeroHedge</a></li> <li><a href="https://www.dws.com/en-us/insights/cio-view/charts-of-the-week/2026/ai-productivity-not-a-miracle-yet/">AI productivity: not a miracle yet - DWS</a></li> <li><a href="https://finance.yahoo.com/news/mit-economist-markets-overestimated-ai-140336307.html">Markets have overestimated AI-driven productivity gains, says MIT …</a></li> <li><a href="https://www.cnbc.com/video/2026/05/20/inflation-data-suggests-fed-should-be-hiking-rates-not-cutting-them-says-smbcs-joe-lavorgna.html">Inflation data suggests Fed should be hiking rates, not cutting them …</a></li> <li><a href="https://finance.yahoo.com/economy/policy/article/feds-cook-says-inflation-is-moving-in-the-wrong-direction-but-shes-looking-to-hold-rates-steady-204640710.html">Fed's Cook says inflation is moving in the wrong direction, but she's …</a></li> <li><a href="https://archive.yardeni.com/morning-briefing-2022/">Morning Briefing - 2022 • Yardeni Research</a></li> <li><a href="https://www.upstreamonline.com/lng/-enormously-naive-major-us-bank-leader-hits-out-at-biden-s-lng-pause/2-1-1623973">'Enormously naive': Major US bank leader hits out at Biden's LNG …</a></li> <li><a href="https://www.wsj.com/finance/stocks/bond-markets-are-bullying-the-u-k-and-japan-one-has-the-right-defenses-808c7f36">Bond Markets Are Bullying Japan and the U.K. One Has the Right …</a></li> <li><a href="https://www.cnbc.com/video/2023/07/14/the-issue-with-crypto-regulation-is-the-lack-of-clarity-says-coindesks-emily-parker.html">The issue with crypto regulation is 'the lack of clarity', says …</a></li> <li><a href="https://www.cnbc.com/video/2021/05/19/coindesks-emily-parker-on-cryptos-big-sell-off.html">Coindesk's Emily Parker on crypto's big sell-off</a></li> <li><a href="https://www.coindesk.com/markets/2026/05/11/a-big-nothing-burger-a-q-and-a-with-strategy-s-michael-saylor-on-selling-bitcoin">Strategy's Michael Saylor says selling bitcoin to fund …</a></li> <li><a href="https://finance.yahoo.com/markets/crypto/articles/michael-saylor-says-just-2-192500481.html">Michael Saylor Says Just 2% Bitcoin Growth Covers MicroStrategy's …</a></li> <li><a href="https://www.mitrade.com/au/insights/news/live-news/article-3-1766690-20260530">JPMorgan CEO Jamie Dimon slams CLARITY Act, signals bank …</a></li> <li><a href="https://www.mexc.com/news/1119837">JPMorgan CEO Goes Nuclear On CLARITY Act, Calling Coinbase's …</a></li> <li><a href="https://www.semafor.com/article/05/14/2026/senates-crypto-drama-comes-to-a-head">Senate's crypto drama comes to a head | Semafor</a></li> <li><a href="https://finance.yahoo.com/markets/crypto/articles/banks-sound-alarm-senate-pushes-110023196.html">Banks Sound Alarm As Senate Pushes High-Stakes Stablecoin Bill …</a></li> <li><a href="https://finance.yahoo.com/video/how-the-us-managed-to-seize-500m-of-crypto-from-iran-162903620.html">How the US managed to seize $500M of crypto from Iran</a></li> <li><a href="https://phemex.com/ko/news/article/us-seizes-1-billion-in-cryptocurrency-from-iran-86651">US Seizes $1 Billion in Cryptocurrency from Iran | Phemex News</a></li> <li><a href="https://www.fox.com/watch/clip/fmc-s1d3j1850foihqpt/strategy-ceo-bitcoin-s-headwinds-turning-to-tailwinds">Strategy CEO: Bitcoin's headwinds turning to tailwinds - FOX One</a></li> <li><a href="https://finance.yahoo.com/markets/crypto/articles/mark-cuban-sold-bitcoin-strategy-104648140.html">Mark Cuban Sold Bitcoin—Strategy CEO Says He Simply Found …</a></li> <li><a href="https://www.reddit.com/r/intothecryptoverse/comments/1tnrjre/bitcoin_the_four_year_cycle_is_not_dead/">Bitcoin: The Four Year Cycle Is Not Dead : r/intothecryptoverse</a></li> <li><a href="https://www.reddit.com/r/CryptoCurrency/comments/1oyjjw3/crypto_news_bitwise_ceo_says_fouryear_crypto/">Bitwise CEO Says Four-Year Crypto Cycle Is Dead : r/CryptoCurrency</a></li> <li><a href="https://www.cnbc.com/2026/02/10/bitcoin-crash-bitwise-cio-cites-the-four-year-cycle-for-losses.html">Bitcoin crash: Bitwise CIO cites 'the four-year cycle' for losses</a></li> <li><a href="https://www.fidelity.com/learning-center/trading-investing/four-year-bitcoin-and-crypto-cycles">Bitcoin 4-year cycles explained - Fidelity Investments</a></li> <li><a href="https://www.advisorpedia.com/markets/ai-capex-is-propping-up-the-us-economy-but-what-happens-when-the-boom-slows/">AI Capex Is Propping Up the U.S. Economy — But What Happens …</a></li> <li><a href="https://www.epi.org/blog/how-ai-spending-is-impacting-the-u-s-economy/">How AI spending is impacting the U.S. economy</a></li> <li><a href="https://www.cbsnews.com/news/ex-cia-official-arrested-40m-gold-bars-allegedly-found-inside-home/">Ex-CIA official arrested after $40M in gold bars allegedly found …</a></li> <li><a href="https://www.wbaltv.com/article/former-cia-official-arrested-40m-gold-bars-david-rush/71432630">Former CIA official accused of stealing $40M in gold bars - WBAL-TV</a></li> </ul> <p><strong>Music</strong></p> <ul> <li><a href="https://www.fountain.fm/track/ZLxiM6ZfA4W37YaRdNVu"> What We Are by The Doerfels</a></li> </ul>

<p>Bitcoin is 232 days from an all-time high, but it feels like everyone else is winning. I dig into the demand crisis, the AI liquidity drain, and why this hold will look easier in hindsight than it feels right now.</p> <p><strong>Episode Links</strong></p> <ul> <li>🇺🇸 <a href="https://partner.river.com/jupiter">Buy Sats on River</a> - The best way to stack in the US</li> <li>🇨🇦 <a href="https://www.bitcoinwell.com/jupiter">The Bitcoin Well</a> - An amazing automatic self-custody Bitcoin platform</li> <li>⚡ <a href="https://app.thebitcoincompany.com/signup?ref=JUPITER">The Bitcoin Company</a> - Spending your Bitcoin Via Lightning</li> <li>🏦 <a href="https://use.foldapp.com/r/XNHPXTFC">Fold Card</a> - Pay bills Stack Sats</li> <li>💵 <a href="https://borrower.saltlending.com/register?referralCode=GkPQdbqWG">SALT Lending</a> - Get access to your BTC Value w/out Selling</li> </ul> <p><strong>Show Notes</strong></p> <ul> <li><a href="https://www.coindesk.com/daybook-us/2026/05/26/bitcoin-etfs-crushed-by-billions-in-outflows-as-treasuries-stifle-interest-rate-cut-hopes">Bitcoin (BTC) ETFs crushed by outflows as bond market stifles interest-rate reduction hopes</a></li> <li><a href="https://www.coindesk.com/markets/2026/05/26/bitcoin-demand-gauge-sinks-to-worst-level-since-december-as-rally-loses-spot-support">Bitcoin demand gauge sinks to worst level since December as spot buying weakens</a></li> <li><a href="https://cointelegraph.com/news/strategy-repurchases-15b-notes-cuts-outstanding-debt-67b-2029">Strategy Buys Back $1.5B of Debt at Discount</a></li> <li><a href="https://www.therage.co/mined-in-america-act-bitcoin-at-risk/">Mined in America Act Would Put Bitcoin Network at Risk</a></li> <li><a href="https://thepharaohbrief.substack.com/p/tethered-to-the-empire">Tethered to the Empire - by The Bitcoin Pharaoh</a></li> <li><a href="https://www.coindesk.com/markets/2026/05/25/bitcoin-options-are-coming-to-nadaq-here-s-what-it-means-for-you">Bitcoin options are coming to Nasdaq. Here's what it means for you</a></li> <li><a href="https://www.coindesk.com/markets/2026/05/25/hype-funds-attract-millions-as-investors-dump-bitcoin-and-ether-etfs">HYPE funds attract millions as investors dump bitcoin and ether ETFs</a></li> <li><a href="https://www.coindesk.com/web3/2026/05/25/buterin-says-ethereum-foundation-will-shrink-sell-less-eth-and-focus-on-crops">Vitalik Biterin breaks silence about Ethereum Foundation amid community frustration</a></li> <li><a href="https://www.tradingview.com/news/cointelegraph:069ec54c6094b:0-bitcoin-s-bull-catalyst-could-be-ai-stocks-turning-silly-big-lyn-alden/">Bitcoin's bull catalyst could be AI stocks turning 'silly big': Lyn Alden</a></li> <li><a href="https://bitbo.io/news/ai-stock-peak-bitcoin/">Lyn Alden Says AI Stock Peak Could Boost Bitcoin - Bitbo</a></li> <li><a href="https://pulseaugur.com/cluster/48404-americans-are-pushing-back-at-latest-political-villain-americans-are-souring-on">SpaceX files for $2T IPO, reveals AI and Anthropic deals · PulseAugur</a></li> <li><a href="https://thedefiant.io/news/research-and-opinion/ai-boom-prices-out-bitcoin-miners-in-us-energy-market-shake-up">AI Boom Prices Out Bitcoin Miners in US Energy Market Shake-Up</a></li> <li><a href="https://finance.yahoo.com/markets/crypto/articles/ai-poaching-bitcoin-miners-ceo-204715963.html">AI is poaching Bitcoin miners — and this CEO says holders shouldn't …</a></li> <li><a href="https://bitcoinmagazine.com/news/us-bill-codify-strategic-bitcoin-reserve">New U.S. Bill Introduced To Codify Strategic Bitcoin Reserve</a></li> <li><a href="http://begich.house.gov/media/press-releases/congressman-nick-begich-leads-legislation-establish-strategic-bitcoin-reserve">Congressman Nick Begich Leads Legislation to Establish Strategic …</a></li> <li><a href="https://www.msn.com/en-us/money/other/iran-s-7-7-billion-crypto-war-chest-raises-alarm-over-sanctions-evasion-scheme/vi-AA23FMx8">Iran's $7.7 billion crypto war chest raises alarm over …</a></li> <li><a href="https://www.foxbusiness.com/media/us-targets-irans-7-7-billion-crypto-network-tied-regime-operations">US targets Iran's $7.7 billion crypto network tied to regime …</a></li> <li><a href="https://en.bloomingbit.io/feed/news/112609">Mark Cuban Says He Sold Most of His Bitcoin After It Failed as a …</a></li> <li><a href="https://coinness.com/en/news/1158019">Mark Cuban says he sold most of his Bitcoin, citing its failure as a …</a></li> <li><a href="https://archive.org/stream/FinancialTimes1993UKEnglish/Mar%2009%201993%2C%20Financial%20Times%2C%20%239%2C%20UK%20%28en%29_djvu.txt">Full text of "Financial Times , 1993, UK, English" - Internet Archive</a></li> <li><a href="http://begich.house.gov/media/press-releases/icymi-congressman-nick-begich-introduces-bitcoin-act-establish-strategic">ICYMI: Congressman Nick Begich Introduces The BITCOIN Act to …</a></li> <li><a href="https://www.congress.gov/bill/119th-congress/house-bill/2032">H.R.2032 - 119th Congress (2025-2026): BITCOIN Act of 2025</a></li> <li><a href="https://www.cnbc.com/2020/12/17/mark-cuban-bitcoin-is-a-store-of-value-that-is-more-religion.html">Mark Cuban: Bitcoin is a 'store of value that is more religion'</a></li> <li><a href="https://news.bitcoin.com/mark-cuban-bitcoin-demand-to-outpace-supply-btc-is-a-great-store-of-value/">Mark Cuban: Bitcoin Demand to Outpace Supply, BTC Is a Great …</a></li> <li><a href="https://www.calameo.com/therealdeal/books/000946490fdbfe2473636">The Real Deal National March 2022 - Calaméo</a></li> <li><a href="https://www.coindesk.com/business/2026/03/09/josh-swihart-s-zcash-open-development-lab-raises-usd25-million-in-seed-funding">Josh Swihart's Zcash Open Development Lab raises $25 …</a></li> <li><a href="https://www.binance.com/en/square/post/34837029617945">Zcash Is About to “Burn the Old Model” Non-Profit OUT, Startup IN?</a></li> </ul> <p><strong>Music:</strong></p> <ul> <li><a href="https://fountain.fm/track/qvM6zUbWrNQcEEBFGHyT">GwALT (Instrumental) By Absolut Absolem</a></li> </ul>

<p>Bond yields are flashing warning signs, and the policy machine is already looking for ways to keep the Treasury market fed. How the Clarity Act, stablecoins, and the next wave of Bitcoin demand connect. Plus, a quick BIP-110 update and why major miners are pivoting to AI.</p> <p><strong>Episode Links</strong></p> <ul> <li>🇺🇸 <a href="https://partner.river.com/jupiter">Buy Sats on River</a> - The best way to stack in the US</li> <li>🇨🇦 <a href="https://www.bitcoinwell.com/jupiter">The Bitcoin Well</a> - An amazing automatic self-custody Bitcoin platform</li> <li>⚡ <a href="https://app.thebitcoincompany.com/signup?ref=JUPITER">The Bitcoin Company</a> - Spending your Bitcoin Via Lightning</li> <li>🏦 <a href="https://use.foldapp.com/r/XNHPXTFC">Fold Card</a> - Pay bills Stack Sats</li> <li>💵 <a href="https://borrower.saltlending.com/register?referralCode=GkPQdbqWG">SALT Lending</a> - Get access to your BTC Value w/out Selling</li> </ul> <p><strong>Show Notes</strong></p> <ul> <li><a href="https://www.youtube.com/watch?v=tiVqiey91kg">This Bond Selloff Isn't Over Just Yet</a></li> <li><a href="https://x.com/SimplyBitcoin/status/2055828433368719630">Arthur Hayes: The Fed will fund the government</a></li> <li><a href="https://x.com/TFTC21/status/2054955638380519644">Sen. Moreno: I paid taxes with Bitcoin in 2016</a></li> <li><a href="https://x.com/BitcoinMagazine/status/2054968501861851383">Senate Banking Committee passes the CLARITY Act, 15-9</a></li> <li><a href="https://finance.yahoo.com/markets/crypto/articles/clarity-act-clears-senate-banking-180008419.html">CLARITY Act Clears Senate Banking: What Comes Next?</a></li> <li><a href="https://www.banking.senate.gov/newsroom/majority/the-facts-the-clarity-act">The Facts: The CLARITY Act</a></li> <li><a href="https://www.banking.senate.gov/newsroom/minority/warren-statement-on-no-trump-ethics-provision-in-crypto-bill">Warren Statement on No Trump Ethics Provision in Crypto Bill</a></li> <li><a href="https://www.yahoo.com/news/articles/elizabeth-warren-says-crypto-legislation-033104024.html">Elizabeth Warren says new crypto legislation will “turbocharge” corruption</a></li> <li><a href="https://www.lummis.senate.gov/wp-content/uploads/Lummis-Gillibrand-2023.pdf">Lummis-Gillibrand 2023 Bill PDF</a></li> <li><a href="https://www.fintechanddigitalassets.com/2024/05/us-senators-introduce-comprehensive-stablecoin-bill/">US Senators Introduce Comprehensive Stablecoin Bill</a></li> <li><a href="https://x.com/TFTC21/status/2056421451033686441">Sen. Cynthia Lummis: Nobody is popping champagne on CLARITY yet</a></li> <li><a href="https://x.com/mtslive/status/2054726969003250113">Claude recovered Bitcoin worth about $397K</a></li> <li><a href="https://x.com/TFTC21/status/2056184053397856399">60 Minutes: Insider trading around US military operations</a></li> <li><a href="https://x.com/joeconsorti/status/2055337252234924175">30-year yield clears 5.1% for the first time since 2007</a></li> <li><a href="https://www.youtube.com/watch?v=2s4ycrgWfiw">How will the Federal Reserve handle rate cuts during an inflation crisis?</a></li> <li><a href="https://www.cnbc.com/video/2026/05/18/bond-market-inflation-fears-are-rising-over-oil-prices-and-a-new-fed-chair-voyas-barbara-reinhard.html">Bond market inflation fears are rising over oil prices and a new Fed chair</a></li> <li><a href="https://www.cnbc.com/2025/09/23/morgan-stanley-crypto-trading-e-trade-next-year.html">Morgan Stanley close to offering crypto trading through E*TRADE</a></li> <li><a href="https://www.bloomberg.com/news/articles/2025-09-23/morgan-stanley-taps-partner-to-offer-crypto-to-e-trade-clients">Morgan Stanley taps partner to offer crypto to E*TRADE clients</a></li> <li><a href="https://www.foxnews.com/opinion/david-marcus-china-trip-glimpse-surveillance-state-america-must-never-become">David Marcus: China trip shows the surveillance state</a></li> <li><a href="https://www.yahoo.com/news/articles/fox-news-host-warns-big-191340205.html">Fox News host warns of “Big Brother” in China</a></li> <li><a href="https://www.reuters.com/business/energy/us-probes-suspicious-oil-trades-made-before-trump-iran-pivots-source-says-2026-04-15/">Reuters: US probes suspicious oil trades before Iran pivot</a></li> <li><a href="https://www.banking.senate.gov/newsroom/minority/warren-whitehouse-probe-suspicious-oil-trades-surrounding-trump-iran-announcements">Warren, Whitehouse probe suspicious oil trades around Iran announcements</a></li> <li><a href="https://www.msn.com/en-us/news/insight/us-30-year-yield-tops-5-as-fed-faces-inflation-test/gm-GM1E4ECFA4">US 30-year yield tops 5% as Fed faces inflation test</a></li> <li><a href="https://finance.yahoo.com/economy/policy/articles/us-30-bond-yield-tops-123543435.html">US 30-year bond yield tops 5%</a></li> <li><a href="https://www.suerf.org/publications/suerf-policy-notes-and-briefs/interest-rate-hikes-are-less-powerful-in-reducing-inflation-than-conventional-wisdom-suggests/">Interest rate hikes are less powerful against inflation than conventional wisdom suggests</a></li> <li><a href="https://www.investopedia.com/ask/answers/12/inflation-interest-rate-relationship.asp">What Is the Relationship Between Inflation and Interest Rates?</a></li> <li><a href="https://finance.yahoo.com/news/us-yields-at-5-tug-traders-between-dip-buying-greed-and-fear-011934865.html">US Yields at 5% Tug Traders Between Dip-Buying Greed and Fear</a></li> <li><a href="https://www.businessinsider.com/citadel-ceo-ken-griffin-ai-hype-outpacing-productivity-2026-1">Citadel’s CEO on the AI boom: “Is it hype? Of course”</a></li> </ul> <p><strong>Music:</strong></p> <ul> <li><a href="https://podcastindex.org/podcast/6730068?episode=17600938529">Heaven Pool By: Ambriel</a></li> </ul>

<p>They want to blame the war, but the split was already there. This week, I follow the K-shaped economy under the headlines, and Bitcoin’s uncomfortable signal: adoption is accelerating, and so is domestication.</p> <p><strong>Episode Links</strong></p> <ul> <li>🇺🇸 <a href="https://partner.river.com/jupiter">Buy Sats on River</a> - The best way to stack in the US</li> <li>🇨🇦 <a href="https://www.bitcoinwell.com/jupiter">The Bitcoin Well</a> - An amazing automatic self-custody Bitcoin platform</li> <li>⚡ <a href="https://app.thebitcoincompany.com/signup?ref=JUPITER">The Bitcoin Company</a> - Spending your Bitcoin Via Lightning</li> <li>🏦 <a href="https://use.foldapp.com/r/XNHPXTFC">Fold Card</a> - Pay bills Stack Sats</li> <li>💵 <a href="https://borrower.saltlending.com/register?referralCode=GkPQdbqWG">SALT Lending</a> - Get access to your BTC Value w/out Selling</li> </ul> <p><strong>Show Notes</strong></p> <ul> <li><a href="https://www.wkyc.com/article/money/associatedpress/us-consumer-prices-rise-38-as-iran-war-sends-energy-prices-higher/616-fd8cdfdc-d9ab-48a5-87bc-40a7d0f34ce5">US consumer prices rise 3.8% as Iran war sends energy …</a></li> <li><a href="https://www.aol.com/articles/inflation-spikes-3-8-percent-130612000.html">Inflation spikes to 3.8 percent in April, higher than expected</a></li> <li><a href="https://www.cnbc.com/2024/05/14/ppi-report-wholesale-prices-rose-0point5percent-in-april-more-than-expected.html">PPI report: Wholesale prices rose 0.5% in April, more than expected</a></li> <li><a href="https://www.foxbusiness.com/economy/bank-america-data-reveals-widening-k-shaped-consumer-spending-pattern-across-income-groups">Widening K-shaped economy pattern across income groups</a></li> <li><a href="https://thehill.com/business/5870589-k-shaped-economy-gasoline-consumption/">K-shaped economy is showing up at the gas pump: NY Fed - The Hill</a></li> <li><a href="https://fortune.com/article/what-is-k-shaped-economy-wealth-inequality-explained/">What is the K-shaped economy, where the rich are getting … - Fortune</a></li> <li><a href="https://www.washingtonpost.com/opinions/2025/08/06/economy-jobs-middle-class-recession-tariffs/">The economy is cracking. This trend is most alarming.</a></li> <li><a href="https://www.cnbc.com/2026/05/12/senate-confirms-kevin-warsh-as-fed-governor-clears-way-for-chair-vote.html">Senate confirms Kevin Warsh as Fed governor, clears way for chair …</a></li> <li><a href="https://finance.yahoo.com/economy/policy/article/kevin-warsh-wins-senate-confirmation-to-federal-reserve-board-of-governors-putting-him-one-step-closer-to-replacing-jerome-powell-as-chair-113716444.html">Kevin Warsh wins Senate confirmation to Federal Reserve Board of …</a></li> <li><a href="https://finance.yahoo.com/markets/crypto/articles/senate-banking-committee-vote-clarity-112544303.html">Senate Banking Committee to vote on Clarity Act crypto bill</a></li> <li><a href="https://crypto.news/senate-banking-committee-unveils-revised-clarity-act-text-before-key-vote/">Senate Banking Committee unveils revised Clarity Act text before …</a></li> <li><a href="https://bitcoinmagazine.com/politics/crypto-market-bill-gains-momentum">Crypto Market Structure Bill Gains Bipartisan Momentum</a></li> <li><a href="https://cryptobriefing.com/coinbase-ceo-senate-crypto-bill/">Coinbase CEO Brian Armstrong heads to Senate to advocate for …</a></li> <li><a href="https://www.theblock.co/post/400917/labor-unions-oppose-senate-crypto-bill-ahead-of-thursday-committee-markup-report">Labor unions oppose Senate crypto bill ahead of Thursday …</a></li> <li><a href="https://www.cnbc.com/2026/05/12/congress-crypto-legislation-labor-unions.html">Crypto legislation faces another hurdle: Labor unions</a></li> <li><a href="https://whale-alert.io/stories/e1b0012de19b6f/Strategy-CEO-Phong-Le-unveils-6-capital-management-principles-prioritizing-Bitcoin-per-share-and-allowing-BTC-sales">Strategy CEO Phong Le unveils 6 capital-management principles …</a></li> <li><a href="https://www.coindesk.com/business/2026/05/05/michael-saylor-s-strategy-signals-potential-bitcoin-sale-to-fund-dividends-obligations">Strategy weighs selling bitcoin to fund dividends amid Q1 net loss</a></li> <li><a href="https://bitcoinmagazine.com/news/strategy-mstr-michael-saylor-bitcoin-buys">Strategy Will Keep Buying Bitcoin Forever, Saylor Says</a></li> <li><a href="https://mycryptoparadise.com/saylors-bitcoin-dividend-sale-tests-treasury-faith/">Strategy Considers Bitcoin Liquidation to Cover Preferred Dividends</a></li> <li><a href="https://home.treasury.gov/system/files/136/CryptoAsset_EO5.pdf">Crypto-Assets: Implications for Consumers, Investors, and …</a></li> <li><a href="https://chainless.hk/2024/03/11/a-good-article-deeply-analyzing-the-impact-of-bitcoin-etf-on-future-finance/">A good article deeply analyzing the impact of Bitcoin ETF on …</a></li> <li><a href="https://thehill.com/business/5873675-inflation-rate-april-iran-war/">Inflation spikes to 3.8 percent in April, higher than expected - The Hill</a></li> <li><a href="https://www.abc27.com/news/us-world/business/ap-us-consumer-prices-rise-3-8-as-iran-war-sends-energy-prices-higher/">US consumer prices rise 3.8% as Iran war sends energy prices higher</a></li> <li><a href="https://www.youtube.com/watch?v=0yhv0Z_fOGk">324. Apolar Money: Lecture at the Global Economy & Finance Conference in Seoul - YouTube</a></li> <li><a href="https://www.youtube.com/watch?v=PSx0nyfJ47o">Bitcoin Wins Big While Altcoins Face New Regulatory Reality - YouTube</a></li> </ul> <p><strong>Music:</strong></p> <ul> <li><a href="https://podcastindex.org/podcast/7777168?episode=53270866546">Shoot Me Down By: Nat Hills</a></li> </ul>